See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
RBC WEALTH MANAGEMENT3 years Service code 15 · EIN 41-1416330 | Recordkeeping | $33,841 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $20,005 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,843 | $58,101-71.0% | $118,925-85.8% | $73,409-77.1% |
| Participation rate | 74.8% | 56.1%+18.7pp | 75.4%-0.6pp | 72.2%+2.6pp |
| Annual return | 17.79% | 20.56%-2.8pp | 35.88%-18.1pp | 59.29%-41.5pp |
| Employer contribution / active EE | $1,093 | $1,445-24.3% | $3,263-66.5% | $2,234-51.1% |
| Participant deferral / active EE | $1,723 | $2,400-28.2% | $4,265-59.6% | $3,805-54.7% |
| Admin fee / account holder | $65 | $138-52.7% | $6,581-99.0% | $158-58.7% |